microsoft/ESS

microsoft/ESS

Description: Power BI dashboard templates for Employee Self-Service (ESS) agents — adoption, conversation outcomes, time-to-knowledge, business impact, and agent feedback. CSV and Dataverse editions. Topics: power-bi, dashboard, analytics, dataverse, employee-self-service, pbit, reporting

License: MIT

Stars: 1

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Created: 2026-08-14T15:50:59Z

Pushed: 2026-08-15T02:34:15Z

Default branch: main

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README:

ESS Insights — Employee Self-Service Agent Analytics

> Measure the real-world impact of your Microsoft Employee Self-Service (ESS) Copilot Studio agent — adoption, outcomes, deflection, and user feedback — using only the data your agent already produces.

A drop-in Power BI template purpose-built for the Microsoft ESS agent, with a 9-page executive dashboard that answers the questions HR, IT, and the executive sponsor will actually ask after launch.

> 📊 Data source: This report leverages the `ConversationTranscript` Dataverse table that Copilot Studio writes for every agent conversation. No custom logging, no extra pipelines — just the data your agent already produces.

> 💡 Built for ESS, but works for any Copilot Studio agent — the same template will load and analyze transcripts from any agent (HR, IT, sales enablement, custom). See [Customize for your agent](#customize-for-your-agent).


> 📖 New — [Interpretation Guide (PDF)](ESS%20Insights%20Dashboard%20-%20Interpretation%20Guide.pdf): a consultant-style, page-by-page walkthrough of every dashboard page — what each visual means and, more importantly, what to *do* with it. Numbered markers connect each chart to plain-language interpretation and a recommended next step.

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> ### 🚀 New here? Start in 3 steps > 1. [Pick your path (CSV or Dataverse)](#quick-start--choose-your-path) → 2. [Get your data files](#get-your-data-files) → 3. Open the .pbit and point it at your data. > > Jump to: [Choose your path](#quick-start--choose-your-path) · [Get your data files](#get-your-data-files) · [What you get](#what-you-get) · [Before you start](#before-you-start) · [Troubleshooting](#validation--troubleshooting) · [Full setup guides ↗](#quick-start--choose-your-path)

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🆕 What's new in V7

• Accurate per-agent cost and ROI — credit consumption, cost, and ROI now scope correctly to the agent you have selected. Previously, filtering to a single agent could still show credits from every agent, overstating cost and understating ROI.
• Corrected weekly user mix — the New / Retained / Churned / Resurrected cohort breakdown now evaluates each week against your full history rather than the visible window, so returning users are no longer misclassified as new. The weekly axis now sorts chronologically.
• Expanded Metric Glossary — the glossary now covers the topic leaderboards, the weekly retention cohorts, and the credit and ROI measures, alongside the existing per-page definitions. Several definitions that did not match the underlying calculation were corrected.
• Business Impact page fix — resolved a rendering issue that could leave the page showing a solid colored panel instead of its visuals.
• Wider savings assumptions — the *minutes saved per ticket* selector now offers 0, 5, 10, 15, 20, 25, 30, 45, and 60 minutes.
• Readable verbatim feedback — long comment tables now scroll instead of clipping.
• Page icons — each page in the navigation now carries an icon for faster orientation.
• No hardcoded dates — every date calculation derives from your own data, so the report stays correct in any reporting period.

V7 is cumulative — it includes every improvement from the earlier 1.x, V5, and V6 releases, including scheduled-refresh support and system-topic filtering. Applies to both the CSV Upload and Dataverse Direct editions.

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Why use this template for your ESS agent

Click to expand

The Microsoft ESS agent gives your employees a single, conversational front door to HR, IT, payroll, benefits, and travel self-service. But the platform gives you *nested data*, not insights. This template answers the questions an ESS program owner needs to answer every month:

• Are employees adopting it? Distinct users, repeat usage, DAU/WAU/MAU trend
• Is it actually resolving their requests? Resolution vs. escalation vs. abandonment rates, by topic
• How fast does it answer? Avg duration, response time, turns to resolve
• What is it saving the business? Tickets deflected, hours saved, dollar value, credit cost
• Are employees happy with it? In-conversation thumbs, CSAT, verbatim comments
• Which intents need authoring help? Per-topic deflection, abandonment, and outcomes

All nine pages light up from a single Power Platform export. Add optional companion files to unlock organization/country breakouts, satisfaction scores, and credit cost analysis.

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What you get

Click to expand — 9-page dashboard overview

| # | Page | What it answers | |---|---|---| | 1 | Executive Summary | Top-line scorecard for the sponsor — adoption, business outcomes, operational KPIs, productivity, and quality (and the value they create over time) at a glance | | 2 | Conversation Outcomes | Resolution / escalation / abandonment trend, topic outcomes, top deflected topics | | 3 | Adoption | Volume, distinct users, repeat-usage rate, DAU/WAU/MAU, breakdown by Org & Country | | 4 | Time to Knowledge | Avg duration, response time, turns to resolve, abandonment & unengaged rate | | 5 | Conversation Details | Per-topic drill-through with full transcripts and a first-message word cloud | | 6 | Agent Feedback | In-conversation thumbs, CSAT, verbatim comments, satisfaction trend | | 7 | Business Impact | Tickets deflected, hours saved, $ saved, credit-consumption leaderboard | | 8 | Improvement Opportunities | Which intents need authoring help — per-topic deflection, abandonment, and the training backlog to prioritize | | 9 | 📖 Glossary | Every metric defined, calculated, and sourced — no black boxes |

*(A hidden Alternate Executive Summary page is retained in the file as an optional layout — not shown in the published report.)*

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Before you start

Quick checklist — confirm all four before your working session. Click each item for details.

• [ ] **Power BI...